|
⚲
|
| Weber Hartmann Vrijhof & Partners Ltd
✚
|
|
|---|---|
| CRD # | 156928 |
| SEC # | 801-72329 |
| CIK # | |
| AUM | $163.3 MM (2024-03-28) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 01141443157777 |
| Address | Schaffhauserstrasse 418 Zurich, Switzerland |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Swiss Stragegy Portfolio | 2012-03-30 | 33.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 39.9 |
| (b) Individuals (high net worth individuals) | 22 | 122.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 110 | 163.3 |
| By Discretionary | ||
| Discretionary | 102 | 102.8 |
| Non-Discretionary | 8 | 60.5 |
| Total | 110 | 163.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.9 | |
| United States Persons | 158.4 | |
| Total | 110 | 163.3 |
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|---|---|---|
|
Strategic Financial Planning Inc
✚
|
TX | 0.2 |
|
McDonough Capital Management Inc
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|
FL | 0.2 |
|
Legacy Solutions LLC
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PA | 0.2 |
|
Rinaldi Wealth Management Inc
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FL | 0.2 |
|
Boomfish Wealth Group LLC
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GA | 0.2 |
|
Sierra Pacific Financial Advisors LLC
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CA | 0.2 |
|
BA Schrock Wealth Management Inc
✚
|
OH | 0.2 |
|
ROI Financial Advisors LLC
✚
|
OR | 0.2 |
|
Naviquant Capital Management LLC
✚
|
OR | 0.2 |
|
Peterson Rogers Private Wealth LLC
✚
|
UT | 0.2 |